Technology
Technology That Empowers Your Wealth Journey
At Guardant Wealth Advisors, we leverage advanced technology to give you seamless access, real-time clarity, and iron-clad protection for your portfolio. It’s not just digital—it’s purposeful innovation designed for your financial confidence.
Access Everything
Whether you’re in the office, traveling, or relaxing at home, our platform keeps your investments within reach. View holdings, statements, performance snapshots and documents from any device. With intuitive design and secure mobile access, your wealth insights travel with you—so you can stay aligned with your financial narrative anytime, anywhere.
Real-Time Portfolio Updates
Markets move fast—so do we. Get up-to-the-minute updates on your portfolio: asset values, allocation shifts, performance metrics and alerts when things change. No more waiting for quarterly reports—every meaningful move is surfaced in real time, giving you clarity and control when it counts most.
Security
Your financial data deserves more than just “good enough.” From multi-factor authentication to enterprise-grade encryption and continual monitoring, our systems are built with industry-best practices and oversight. Because your portfolio isn’t just digits on a screen—it’s your future. We protect it accordingly.
Guardant Wealth Advisors integrates technology that puts your entire financial world at your fingertips. Our platform combines seamless access, real-time insight, and enterprise-grade security—so you can stay informed, make confident decisions, and safeguard what matters most.
Experience Technology With Purpose
Partner with Guardant Wealth Advisors to gain a technology experience that isn’t flashy—it’s functional, secure, and aligned with your goals. Let’s reimagine what your access to wealth looks like.